Alan

@alanrios466

I professionalize and position brands, platforms and ideas to be investor ready

Stati Uniti
Spagnolo, Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
10+ year finance leader with deep understanding of what investors want and look for. Institutional experience in Private Banking, Investment Banking, and Capital Markets. With a small team and carefully trained AI tools, we design effective investor marketing collateral, impactful investor narratives, and overall capital strategy to help brands, platforms or ideas attract a sophisticated investor base.... Continua a leggere

Competenze

a
alanrios466
Alan
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Pitch deck
I will design your investor ready pitch deck
A partire da250 USD / progettoMaggiori dettagli

Portfolio

Esperienza lavorativa

Citi

Vice President - Citi Global Family Office Group

Citi • Full time

Aug 2017 - Jul 2023 • 5 yrs 11 mos

In my role as Vice President of North America, I helped lead Capital Markets efforts through deal structuring, salesforce training and capital raising for direct private investments by collaborating with Citigroup’s Investment Bank, Private Bank and Markets Group to syndicate over 7 capital raises ranging from Series B rounds to $1 billion+ project financings. Sourced and cultivated 15+ relationships with institutional family office prospects by managing a corporate partnership with a major Family Office association representing 100+ single-family offices.